EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$943M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,732
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.23M
3
+$4.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.71M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$3.62M

Top Sells

1
+$4.04M
2
+$1.88M
3
+$1.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$914K
5
VT icon
Vanguard Total World Stock ETF
VT
+$751K

Sector Composition

1 Technology 10.56%
2 Financials 6.57%
3 Consumer Discretionary 6.45%
4 Industrials 4.63%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$1.18K ﹤0.01%
65
2152
$1.18K ﹤0.01%
20
2153
$1.17K ﹤0.01%
+30
2154
$1.17K ﹤0.01%
100
2155
$1.16K ﹤0.01%
173
-68
2156
$1.16K ﹤0.01%
13
2157
$1.16K ﹤0.01%
+58
2158
$1.15K ﹤0.01%
35
2159
$1.15K ﹤0.01%
26
+20
2160
$1.13K ﹤0.01%
7
-1
2161
$1.13K ﹤0.01%
180
-6
2162
$1.13K ﹤0.01%
25
2163
$1.12K ﹤0.01%
+27
2164
$1.12K ﹤0.01%
+649
2165
$1.11K ﹤0.01%
+40
2166
$1.11K ﹤0.01%
25
2167
$1.1K ﹤0.01%
12
2168
$1.1K ﹤0.01%
39
-4
2169
$1.09K ﹤0.01%
40
2170
$1.09K ﹤0.01%
24
2171
$1.08K ﹤0.01%
24
-6
2172
$1.08K ﹤0.01%
+33
2173
$1.07K ﹤0.01%
64
-9
2174
$1.07K ﹤0.01%
53
2175
$1.07K ﹤0.01%
17
+4
85 86
87
88 89